See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,210 | $172,478-61.0% | $145,661-53.9% | $142,382-52.8% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 21.25% | 151.09%-129.8pp | 101.46%-80.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,464 | $4,899-49.7% | $4,238-41.8% | $4,299-42.7% |
| Participant deferral / active EE | $7,640 | $8,348-8.5% | $7,198+6.1% | $6,507+17.4% |
| Admin fee / account holder | $1,461 | $16,864-91.3% | $12,466-88.3% | $12,624-88.4% |